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2025 Financial Calendar
Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you’re planning for tax season, reviewing your investments, or ensuring timely payments, this calendar provides everything you need to navigate the year with confidence. Take a moment to familiarize yourself with these essential details and set yourself up for a smooth and successful 2025.
Monarch’s Little Helpers in Action!
Last week, the Monarch Team had the privilege of sponsoring two families, spreading holiday cheer and making the season brighter for those in need.
With wish lists in hand, our Monarch elves got to work, thoughtfully selecting and wrapping gifts to bring joy and smiles this holiday season.
A big thank you to the amazing team at The Children’s Foundation for making this initiative possible.
Wishing you all a magical holiday season from all of us at Monarch Wealth!
Welcome Joseph Wagner!
Please join us in extending a warm welcome to the newest member of our MWC Branch Manager Team, Joseph Wagner, CFP, CHS, EPC
Welcome aboard, Joe! We’re excited to have you on the team.
Monarch Wealth Systems Is Growing
We are pleased to announce that Yao Yao, MFIN has joined Monarch Wealth Systems as the Regional Marketing Director. Please join us in giving Yao a warm welcome to the team!
Monarch Wealth Sponsors Pacific School: A Commitment to Education and Community
Monarch Wealth proudly sponsors The Pacific School, demonstrating our commitment to education and community. At a recent event, we engaged with attendees and shared insights on financial planning. Our partnership aims to support educational excellence and foster future leaders.
Exciting New Partnership Announcement
Discover our exciting new partnership with SEAMARK. Your path to enhanced financial success begins here.
First Home Savings Account (FHSA): What You Need to Know
Are you looking to buy your first home in Canada? The First Home Savings Account (FHSA) could help make it happen. This savings plan allows first-time home buyers to save up to $40,000 tax-free, with contributions being tax-deductible. In this article and infographic, we cover everything you need to know about FHSA, including eligibility requirements, contributions and deductions, qualifying investments, withdrawals, and transfers.